# Doug Mellon Farms Ii INC Health & Welfare Plan
Source: https://planprovider.pro/companies/doug-mellon-farms-ii-inc-262518205-501

> Doug Mellon Farms Ii INC's Health & Welfare plan: 145 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Doug Mellon Farms Ii INC

- **Sponsor EIN:** 262518205

- **Sponsor Address:** 2197 S 4TH AVE STE 206, YUMA, AZ, 85364

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 145

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|145|$0|$0|$0|

| 2024|145|$0|$0|$0|

| 2023|135|$0|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| NATIONAL UNDERWRITING SERVICES|Other Service Provider|$109,873|—|$109,873|

| TRANSWESTERN INSURANCE ADMIN|Other Service Provider|$23,854|—|$23,854|

| SOUTHWEST RISK MANAGEMENT, LLC|Investment Advisor|$19,237|—|$19,237|

| SMITH BOMAN & ASSOCIATES|Investment Advisor|$14,634|—|$14,634|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $167,598

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

## Similar Plans

- [Skyview Cooling Company](https://planprovider.pro/companies/skyview-cooling-company-401k-plan) — 707 participants

- [Pasquinelli Produce Co.](https://planprovider.pro/companies/pasquinelli-produce-co-plan) — 353 participants

- [Duncan Family Farms, LLC](https://planprovider.pro/companies/duncan-family-farms-llc-401k-plan) — 221 participants

- [Jv Farms, INC](https://planprovider.pro/companies/jv-farms-inc-860617518-501) — 204 participants

- [Palmisano Brothers Produce Co., INC.](https://planprovider.pro/companies/palmisano-brothers-produce-co-inc-401k-plan) — 131 participants

- [Gila Valley Farms](https://planprovider.pro/companies/gila-valley-farms-860995715-501) — 107 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/doug-mellon-farms-ii-inc-262518205-501)

© 2026 PlanProvider.Pro